The archived contacts list includes contacts you don't expect to work with in the future but want to keep a record of for reference.
Archived contacts list:
What does it mean when a contact has been archived?
1. An archived contact does not show up anywhere by default when searching for a contact.
For example:
- assigning or reserving a spot for an event.
- send a message to a contact
- adding hours (This is a Pro feature)
- adding to groups or programs (This is a Pro feature)
2. An archived contact record will still be visible in all previous records and historical references.
3. The functionality that is available for a regular contact will not be available for an archived contact.
4. Archived contacts can be: Unarchived and Deleted
How can you archive a contact from the Contact's page (see video below)
- From the left side menu, go to People and then select Contacts.
- Find the contact you want to archive and click the "..." next to their name.
- Choose "Archive" from the dropdown menu.
Result: The contact has been successfully archived and moved to the Archived tab on the Contacts page.
How can you archive a contact from the Contact's page:
How to archive a contact from the contact's profile (see video below):
- Go to the contact profile
- Hit “Actions” in the upper right hand corner, and select "Archive"
Result: The contact now has the "Archived" status and has been moved to the Archived tab on the Contacts page.
How to archive a contact from the contact's profile:
How can you unarchive a contact (see video below):
You can unarchive from the contact list and on the contact's profile.
1. Use the left side menu to find “People” then “Contacts” and select the "Archived" tab
2. Click the "..." next to the contact's name and choose "Unarchive".
3. Or go to archived contact profile > hit “Actions” in the upper right hand corner, and select "Unarchive"
How can you unarchive a contact:
Note: The volunteer will not be informed via email when their contact record is archived or unarchived.
Questions? Email us at support@pointapp.org.